Operations Quickstart Audit
Identify one recurring bottleneck and receive a bottleneck map plus a next-cycle checklist.
$175
For U.S. bookkeeping & CAS firms of 2–15 people
Make month-end work clearer to run.
Find the operating break behind document chasing, a stalled close, or unclear handoffs. Start with a contained audit—or use a focused session to choose the priority.
Start with the right depth
Operations Quickstart Audit · $175
For one recurring bottleneck and a clear next-cycle focus.
Review the auditOperations Clarity Session · $350
For choosing the operational priority in a focused 60-minute session.
See session scopeExplore the $175 audit
Next: review the scope, then choose MadeThis-hosted checkout if it fits.
Bring one recurring workflow that feels harder to run than it should
- 01Find where work stalls.
- 02Make ownership visible.
- 03Run a clearer next cycle.
A practical operating system
From recurring friction to a repeatable client rhythm.
Diagnose. Design. Run.
What we help solve
More control over the work that keeps repeating.
For firms with capable people but an operating rhythm that asks them to chase, remember, or rescue work too often.
- 01
Less chasing
Locate the point where document requests, reminders, and missing inputs begin to distract the team from billable work.
- 02
A visible close
Make ready, blocked, and waiting work easier to see so the team can act before the close stalls.
- 03
Cleaner handoffs
Define the owner, next action, and handoff point so client work does not disappear between people or tools.
The working approach
Find the friction before adding more activity.
We focus on the recurring workflow friction making it harder to onboard a client, collect documents, complete month-end close, or hand work cleanly between your team and clients.
- 01
Diagnose
Map the recurring friction inside one client-facing workflow and identify the decision that will create the most relief.
Begin with the pressure point
- 02
Design
Turn that finding into a practical checklist, ownership cues, and a clear next-cycle operating rhythm.
- 03
Implement
Use focused support when the firm needs the process documented, aligned, and ready for the team to run.
Choose your next step
Start with a clearer operating priority.
Compare the two focused starting points.
Open a service to review its scope, timing, and investment before booking.
View the audit scope
Operations Clarity Session
Use a focused 60-minute session to choose the operational priority and leave with clear next steps.
$350
1h focused engagementWhen the next step is already defined
Choose the level of working support that matches the decision ahead.
Operations Action Plan
Turn a known operations issue into a 30-day plan with steps, owners, and dependencies.
$250
1h focused engagementOperations Workflow Intensive
Design one cross-team workflow with clear stages, handoffs, ownership, and decision points.
$500
1h 30m focused engagementOperations Implementation Sprint
Turn one defined workflow plan into an implementation-ready rollout package for your team.
$750
Unsure of fit?
Tell us where your firm feels stuck.
Share where onboarding, document collection, month-end close, or handoffs are getting stuck. We'll help you decide whether an audit, a deeper package, or a different next step makes sense.